SMARTWORKS ADVISER - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Image for trademark with serial number 85204976
Serial Number
85204976
Registration Number
4165371
Word Mark
SMARTWORKS ADVISER
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2018-03-04
Filing Date
2010-12-23
Registration Number
4165371
Registration Date
2012-06-26
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2011-11-01
Attorney Name
Dyan Finguerra-DuCharme
Law Office Assigned Location Code
L40
Employee Name
MACFARLANE, JAMES W
Statements
Disclaimer with Predetermined Text
"ADVISER"
Goods and Services
Financial services in the nature of providing a multi-functional intranet site, for use exclusively by investment adviser representatives, to facilitate the processing of managed accounts by providing generation of investment proposals, managing financial portfolio accounts, rebalancing portfolios, and maintaining information associated with financial accounts
Pseudo Mark
SMART WORKS ADVISOR
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2011-01-03
Primary Code
036
First Use Anywhere Date
2011-06-00
First Use In Commerce Date
2011-06-00
Current Trademark Owners
Party Name
Cetera Financial Holdings, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Cetera Financial Holdings, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Cetera Financial Holdings, Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Cetera Financial Holdings, Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Dyan Finguerra-DuCharme
Address
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Trademark Events
Event DateEvent Description
2010-12-27NEW APPLICATION ENTERED IN TRAM
2011-01-03NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2011-01-04NOTICE OF PSEUDO MARK MAILED
2011-02-17ASSIGNED TO EXAMINER
2011-02-22NON-FINAL ACTION WRITTEN
2011-02-22NON-FINAL ACTION E-MAILED
2011-02-22NOTIFICATION OF NON-FINAL ACTION E-MAILED
2011-07-20TEAS RESPONSE TO OFFICE ACTION RECEIVED
2011-07-20CORRESPONDENCE RECEIVED IN LAW OFFICE
2011-07-20TEAS/EMAIL CORRESPONDENCE ENTERED
2011-08-08ASSIGNED TO EXAMINER
2011-09-03FINAL REFUSAL WRITTEN
2011-09-03FINAL REFUSAL E-MAILED
2011-09-03NOTIFICATION OF FINAL REFUSAL EMAILED
2011-09-13EXAMINERS AMENDMENT -WRITTEN
2011-09-13EXAMINERS AMENDMENT E-MAILED
2011-09-13NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2011-09-13EXAMINER'S AMENDMENT ENTERED
2011-09-13APPROVED FOR PUB - PRINCIPAL REGISTER
2011-09-26ASSIGNED TO LIE
2011-09-27LAW OFFICE PUBLICATION REVIEW COMPLETED
2011-11-01PUBLISHED FOR OPPOSITION
2011-11-01OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2011-12-27NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2012-04-04TEAS STATEMENT OF USE RECEIVED
2012-04-25CASE ASSIGNED TO INTENT TO USE PARALEGAL
2012-04-04USE AMENDMENT FILED
2012-04-27STATEMENT OF USE PROCESSING COMPLETE
2012-05-17ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2012-05-22LAW OFFICE REGISTRATION REVIEW COMPLETED
2012-05-23NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2012-06-26REGISTERED-PRINCIPAL REGISTER
2013-08-14ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2014-05-07ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2016-02-03ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2016-06-08ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2017-06-26COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2018-02-21TEAS SECTION 8 & 15 RECEIVED
2018-03-04CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2018-03-04REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2018-03-04NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
2018-10-03ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2021-06-26COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
2021-11-09TEAS CHANGE OF OWNER ADDRESS RECEIVED
2021-11-09TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2021-11-09ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2021-11-09TEAS CHANGE OF CORRESPONDENCE RECEIVED
2021-11-09APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED